We are live on ! Find out more
FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1051
Semmax Financial Advisors
North Carolina
$295K +$279K +2,588 New
W
1052
WealthStone
Ohio
$294K +$12.1K +112 +5%
CCM
1053
Chickasaw Capital Management
Tennessee
$293K – – –
CCA
1054
Clearwater Capital Advisors
Illinois
$290K +$274K +2,543 New
FNT
1055
First National Trust
Pennsylvania
$289K – – –
MGIM
1056
M&G Investment Management
United Kingdom
$288K -$129K -1,194 -32%
MAFM
1057
Mid Atlantic Financial Management
Pennsylvania
$287K -$17.7K -164 -6%
QCM
1058
Quest Capital Management
Texas
$286K +$270K +2,510 New
SM
1059
SG3 Management
Puerto Rico
$285K -$1.89M -17,500 -88%
BPA
1060
Beacon Pointe Advisors
California
$285K +$52.4K +486 +24%
UAM
1061
UAS Asset Management
New York
$285K +$53.9K +500 +25%
DACG
1062
Donor Advised Charitable Giving
California
$283K – – –
FWM
1063
Frontier Wealth Management
Missouri
$282K +$34.2K +317 +15%
BAM
1064
Belpointe Asset Management
Nevada
$279K -$31.8K -295 -11%
QTM
1065
qPULA Trading Management
New York
$279K +$264K +2,450 New
JCM
1066
Janney Capital Management
Pennsylvania
$278K – – –
WWM
1067
Western Wealth Management
Colorado
$277K +$262K +2,434 New
ETC
1068
Exchange Traded Concepts
Oklahoma
$276K +$151K +1,405 +138%
1IA
1069
1834 Investment Advisors
Wisconsin
$275K -$8.08K -75 -3%
TPCW
1070
TD Private Client Wealth
New York
$274K +$67.6K +627 +35%
ISL
1071
Ingalls & Snyder LLC
New York
$274K -$8.62K -80 -3%
FIB
1072
First Interstate Bank
Montana
$273K – – –
DP
1073
Dearborn Partners
Illinois
$273K +$108 +1 +0%
EWA
1074
EP Wealth Advisors
California
$273K +$1.94K +18 +0.8%
MSFP
1075
Mark Sheptoff Financial Planning
Connecticut
$271K – – –
41 42
43
44 45